Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Aaron Strasser is a financial advisor registered with Fidelity Personal And Workplace Advisors. Heath has over 15 years of experience in the financial services industry. Heath has worked with numerous clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Heath is a registered representative and investment advisor representative with Series 63, 65, 66, and 7 licenses, and a SIE designation. Heath's current employment is with Fidelity Personal And Workplace Advisors in Pasadena, CA. Heath is a dedicated financial advisor committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CO
04/23/2018 - 08/22/2019
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
CA
04/20/2010 - 10/25/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
TN
06/13/2008 - 03/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JOHNSON CITY TN)
TN
07/24/2006 - 06/13/2008
EDWARD JONES (ERWIN TN)
IA
Issued 08/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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